AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
U.S. storage maker Sandisk is seeing a sharp boost in its business, driven by surging demand for high-capacity storage from AI data centers, with sales rising 378 percent on the strength of its enterprise-class SSD lineup.
Sandisk's growth has been fueled by strong orders for its data center SSDs, led by the company's high-performance "DC SN861" drive, which targets AI server deployments requiring fast, high-capacity storage.
The 378 percent increase in sales reflects the broader surge in spending on AI data center infrastructure, as operators build out systems to train and run large-scale AI models. Enterprise SSDs, which offer the throughput and endurance needed for AI workloads, have become a key bottleneck component in these deployments, benefiting suppliers positioned in the segment.
Sandisk, which operates its enterprise storage business alongside its consumer-facing flash products, has positioned its data center lineup to capture this demand. The company's DC SN861 is aimed directly at AI data center customers, where storage subsystems must keep pace with accelerated computing hardware.
The company's results underscore how the AI infrastructure boom is lifting suppliers across the storage supply chain, beyond the GPU and networking vendors that have so far drawn the most attention.
The claim that Sandisk has posted strong results on surging AI data center demand, with sales up 378 percent, is True.
